Getting Started
Get familiar with support teams, New Business processes, and tools at Sun Life.
Contracting

- You can self-enroll for a temporary code. The temporary code will allow you to submit your first piece of business.
- Need help? Here’s How to register for Sun Life’s Advisor Site
- Questions about self-enrollment can be sent to Advisor site support at Advisor_Site_Support@sunlife.com or call 1 800 800 4SUN, and press 1, 6, 4.
- Once you submit your first piece of business, we’ll give you a permanent advisor code. If there any concerns, your back office may be able to help you. However, if you have additional questions, you can contact our contracting team at contract.section@sunlife.com or call 1 800 800 4SUN, and press 1, 3, 1.
Sales

- salesdesk@sunlife.com
- 1 800 800 4SUN and press 1, 4, 1
- Get help with questions about potential sales, products, and sales strategies.
Advisor Experience Team

- advisorexperienceteam@sunlife.com
- 1 800 800 4SUN and press 1, 1, 4
- The Advisor Experience Team will assist you with:
- Questions while the policy is pending
- Sun eApp support
- General inquiries and feedback on new business processes and resources
Commission

- remun@sunlife.com
- 1 800 800 4SUN and press 1, 3, 2
- Get answers to questions about commissions and commission payment dates.
In force and claims: Advisor Support

- While signed into the secure Advisor site, you can request information from the home page with Client Service Tools. This allows you to:
- check the status of new business by selecting Activity Centre,
- view Client information by selecting Client Portfolio, and
- make a Client service request for help with insurance contracts, insurability inquiries, and more by selecting Request Centre.
- 1 800 800 4SUN and press 1, 1, 2
Advisor Technology Support

- PCAID@sunlife.com
- 1 800 800 4SUN and press 1, 6
- Get help with passwords and other technical issues.
Submitting an application:
Requirements for life insurance coverage:
Requirements for critical illness insurance coverage:
Preparing Clients for Tele-interviews:
What to expect after the application has been sent to Sun Life:
Timeline of New Business Applications | ||
Day 1 | Day 2 | Day 3 - onward |
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If you have questions while an application is in any of these stages, please connect with our New Business and Underwriting teams.
- Case managers – helping with administrative requirements for pending applications
- Strategic Partner Program advisors can contact their dedicated case manager
- Otherwise, call 519-888-3900 ext. 4413132
- Or email advisorexperienceteam@sunlife.com
- Underwriters – ask about underwriting requirements and decisions for pending applications
- Strategic Partner Program advisors can contact their dedicated underwriter
- Otherwise, call 519-888-3900 ext. 4413132
- Or email advisorexperienceteam@sunlife.com
- Advisor Experience Team – helping you with pending applications, Sun eApp support, general inquiries, and feedback on New Business processes and resources.
- 1-800-800-4SUN Press 1-1-1-4
- Email advisorexperienceteam@sunlife.com